NaviPlan
NaviPlan® is built upon the industry's most accurate calculation engine for financial planning, enabling firms to tailor their offerings to a wide range of clients, from those seeking simple goals-based assessments to those requiring intricate cash flow analyses. Whether addressing straightforward goals or crafting complex retirement income plans and estate strategies, NaviPlan provides financial advisors with the tools necessary to effectively assist any client who enters their office. It harnesses the power of precise calculations across countless scenarios, encompassing business planning, stock options, insurance advice, in-depth tax evaluation, estate planning, cash flow management, budgeting, Monte Carlo simulations, and retirement strategies. The tax planning software from NaviPlan, built on this top-tier calculation engine, supplies advisors with an array of comprehensive tax tools, including projections for both federal and state taxes, ensuring they can meet the diverse needs of their clientele. This versatility allows financial professionals to enhance their service offerings significantly, making NaviPlan an indispensable resource in the financial advisory landscape.
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Sharesight
Sharesight, a popular investment portfolio tracker, is used in more than 100 countries around the world. It tracks all your stocks, ETFs and dividends in one place.
Sharesight allows you to compare your portfolio with an index or a specific stock, and see your total investment return over a period of time.
Track your investments across multiple exchanges, currencies and brokers.
This eliminates the need for ongoing data input, as all dividends, stock splits, and corporate actions are handled by an automated system, saving you both time & money.
Sharesight is free to use. Join hundreds of thousands of other investors who are tracking their portfolio performance.
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RocketReach
RocketReach eliminates the time-intensive process of building a contact list through manual data collection. You get a first-degree connection to over 700 million professionals across 35 million companies around the world with the largest, most accurate database of emails and direct dials.
The platform requires no downloads, no installation, and no updating making RocketReach simple to quote and deploy. Their browser extension turns your web browser into an instant phone and email lookup engine. Find emails through LinkedIn, Crunchbase, and more with the click of a button.
The bulk lookup feature makes it easy to find contact info for multiple contacts at once. RocketReach also offers integrations with Hubspot, Salesforce, Outreach, Salesloft, and thousands of other applications through Zapier. You can even integrate the platform directly into your own application with their intuitive API.
RocketReach is constantly improving. They are more accurate, more complete, more intelligent, and more exhaustive than the other platforms. Trusted by over 11 million users and 95% of the S&P 500, this is the ideal tool for marketing, sales, and recruiting teams.
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RocketCDN
RocketCDN, developed by the team behind WP Rocket, is a tailored Content Delivery Network (CDN) that optimizes settings automatically for swift content distribution globally. With the RocketCDN - WordPress CDN Plugin, integrating RocketCDN with any WordPress site is effortless and straightforward. Users can seamlessly connect RocketCDN to WordPress or link it to various content management systems using the RocketCDN CNAME. This ensures that your content is delivered at high speed, no matter which CMS you prefer. Additionally, there’s no need for complex cost calculations, as you will have a clear understanding of your charges, independent of your bandwidth usage. This transparency and efficiency make RocketCDN a reliable choice for website owners aiming for optimal performance.
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